As a Transition Specialist for f3Logic, Erica assists individuals and firms of all sizes navigate the complicated transition process. In preparation for the move to true independence, she provides expertise in back and middle office support including technology, compliance, training, and more. Erica has the knowledge and expertise to help whether you are changing Broker Dealers, creating a separate Registered Investment Advisor, or joining the Independent space.
Over Erica’s nearly 20-year career, she has found success on many levels of the Financial Advisory industry. Her insight and experience allow her to align teams with the needs of advisors and clients to deliver the highest quality customer service and timely problem resolution.
In addition to her Transition Specialist role, Erica continues her duties as a Managing Partner of Financial Consultants of America (FCA). She is responsible for developing, communicating, and implementing operational initiatives and internal policies and procedures. Erica also supervises the Operations Team and serves as a liaison to all FCA advisors.
Series 7 & 66
VA Insurance License